LIA
AXP icon

LBMC Investment Advisors’s American Express AXP Stock Holding History

LBMC Investment Advisors’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$227K Hold
750
– – 0.01% 217
2025
Q4 		$277K Hold
750
– – 0.02% 195
2025
Q3 		$249K Hold
750
– – 0.02% 210
2025
Q2 		$239K Hold
750
– – 0.02% 194
2025
Q1 		$202K Hold
750
– – 0.02% 194
2024
Q4 		$223K Hold
750
– – 0.02% 183
2024
Q3 		$203K Buy
+750
New +$187K 0.02% 188

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LBMC Investment Advisors's AXP Position: Q1 2026 in Review

LBMC Investment Advisors held its American Express (AXP) position steady in Q1 2026 at 750 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #217.

LBMC Investment Advisors first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $277K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • LBMC Investment Advisors held 750 shares of American Express worth $227K as of Q1 2026.
  • LBMC Investment Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.01% of LBMC Investment Advisors's portfolio in Q1 2026, its #217 holding.
  • LBMC Investment Advisors first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • LBMC Investment Advisors's American Express position peaked at $277K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.